Investments I focuses on an overall discussion of investment risk, organization of the investment decision process, regulatory influences for investments and the similarities and differences of commingled funds and mutual funds investments.

   Audience: Trust professionals looking for a big-picture view of investments and investment planning concepts. This course is appropriate for trust officers who have already achieved a basic knowledge and expertise in the trust field.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Explain the various tools used in organizing the investment decision
• Identify the regulatory influence for investments
• Describe the similarities and differences of commingled funds and mutual funds
• Discuss various forms of investment risk

* Note: This course is not intended to train students to become the sole-providers of investment information to clients. Instead, students should become familiar with a big-picture view of investments to better serve and address clients’ needs. Students should still follow any internal bank policy or procedures regarding the discussion of investments and referrals to internal support associates.

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

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